Our Services

Stress-free finances made easy with financial wellness solutions hand tailored to the user and client.

Discover Our Premier Service Offerings

Employee Financial Wellness

Looking to invest in your employees’ financial well-being with a comprehensive financial wellness program? By implementing Enrich, you will pave the way for your employees to minimize stress, leading to healthier, more productive lives.

Student Loan Repayment Benefit Program

Discover the impact of implementing a student loan repayment benefit program as a means to demonstrate support for your employees' well-being, while also strengthening recruitment and retention.

International Employee Financial Wellness Program

Does your organization employ individuals from various countries? The Enrich global program is personalized to each user and localized to each country to reflect cross-cultural differences in financial education and information.

Financial Coaching

Elevate your employees' financial well-being by connecting them with Certified Personal Finance Counselors. Our experts possess knowledge in various financial areas and provide the tools needed to help users accomplish their financial goals.

Enrich Financial Wellness for your Clients

Leading banks, insurers, credit unions, and retirement organizations trust Enrich to provide the financial programs that their customers and members desire and actively engage with.

Morningstar Financial Presentations & Charts for Investor Engagement

Financial service providers use our FINRA-reviewed financial presentations and charts to educate investors on market downturns, recoveries, and long-term planning.

Ready to Enrich the lives of the people you work with?

Let’s Talk Financial Wellness

Uncover the compelling reasons why forward-thinking organizations place their trust in financial wellness

Even individuals earning six figures experience financial worries. Extensive research reveals the nature of financial stress leads to the loss of an hour every workday. This stress significantly impacts the lives of those you engage with, resulting in a decrease in savings, acquiring more debt, and making it harder to accomplish goals. The ultimate solution? Implementing a comprehensive financial education program into your portfolio of benefit solutions that will empower individuals and foster financial behavior change.

Providing a holistic, personalized financial wellness program, such as Enrich, will not only benefit the individual, but will also allow for the client to create a customized experience which aligns with the company's initiatives. When individuals are educated about their finances, they are more likely to achieve financial stability and security. They can build emergency funds, manage debt responsibly, save for short-term and long-term goals, and protect themselves against unexpected financial challenges.

Unlock the power of personalized financial wellness to enhance the happiness, well-being, and financial security of your employees, members, clients, or customers.